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Financial Planning Manager

Gamut HR Solutions
Hyderabad Hyderabad Telangana, Telangana, India
35000 - 45000 INR per month
Closing date
May 19, 2024

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Job Role
Financial Planning & Analysis
Contract Type
Full Time
Company Overview

Gamut HR Solutions will help you find the right kind of job!

Job Overview

Mid-Level position with 4 to 6 years of experience, Full-Time role based in Hyderabad, Telangana, India. Salary range: Competitive. Gamut HR Solutions, a company with a focus on job placements, headquartered in Hyderabad with 2-10 employees.

Qualifications and Skills

  • Proven experience as a Financial Advisor or Wealth Manager
  • In-depth knowledge of investment strategies and financial products
  • Excellent communication and interpersonal skills
  • Strong analytical and problem-solving abilities
  • Certifications such as CFP, CFA, or similar are a plus

Roles and Responsibilities

  • Provide financial planning and investment advice to clients
  • Develop personalized financial strategies based on client goals
  • Monitor and review client portfolios regularly
  • Recommend suitable investment products and insurance plans
  • Assist clients in building and managing wealth effectively

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